Director - Investments

POSITION SUMMARY 

Partner with EPR Leadership to invest in experiential real estate, through the process of building relationships, sourcing, evaluating, negotiating, and closing new transactions.

PRIMARY ACCOUNTABILITIES

Relationship Building

-Create, build, and maintain relationships with existing, new, or potential partners, developers, sellers, and brokers in target industries

-Be lead contact for partners and sellers on specific opportunities or transactions

-Support identification of, and expansion into, new experiential asset classes

Transaction Sourcing & Strategy

-Establish and evolve industry specific investment strategy

-Generate outside leads in accordance with in-place strategy

-Build and leverage network to gain access to new transactions

-Filter transactions to focus on transactions which fit within EPR’s investment mandate

-Maintain active pipeline

Transaction Evaluation & Approval

Collaborate with analyst support, legal team, VP Investments, and CIO to:

-Summarize and present investment opportunities for internal decision making including to EPR Investment Committee and Board of Directors

-Negotiate letters of intent and term sheets with counterparties

-Oversee diligence, closing, and underwriting efforts

Transaction Closing

-Support negotiation of legal documentation in collaboration with internal and external counsel

-Support transaction closing in collaboration with legal team

-Support issue resolution with counterparties as they arise

Internal Communication

-Communicate deal pipeline and closing internally

-Ensure new deal terms conform with Management’s expectations

OPERATIONAL EXCELLENCE

1. Subscribe to the EPR Operating Norms: Engage, Positive Intent, Respect, Knowledge and Empowerment, Challenge.


2. Foster a workplace that results in the development of inspired team members who are driven by market-focused thinking and instilled with a strong sense of ownership and unity.


3. Uphold all policies of the organization and ensure that all operations are consistent with the stated vision and direction set forth by the Board of Trustees.


4. Establish and ensure collaborative, supporting relationships within the EPR Properties organization and with all business partners and customers to build trust and create an extraordinary level of internal and external loyalty.

POSITION REQUIREMENTS

1. Bachelor’s Degree (or equivalent) or Post Graduate Degree in finance, accounting, management, business, law or related field preferable


2. 5-7 years of demonstrated experience in commercial real estate, finance, investment, corporate strategy, or M&A


3. Strong oral and written communication skills required


4. Strong financial analysis skills


5. Background in working on transactions preferred


6. Ability to travel domestically and internationally


7. Required travel 35-60 days per year on average